Whitney joined Cassady Schiller in 2015. Whitney specializes in providing tax services to closely held businesses, their owners, and high net worth individuals. She works closely with our clients on tax planning to ensure their tax liabilities are minimized and their wealth is preserved.
Whitney specializes in a variety of industries, including real estate, professional services, and investments. She also has experience with gift, estate, and trust taxation. Whitney focuses on serving our real estate, professional service, investment, and high net worth clients.
Whitney’s experience has helped her understand the importance of developing relationships with clients and becoming their trusted advisor. She is focused on developing relationships with our clients to better understand their values, goals, and needs. Whitney values every client relationship and strives to provide value to every client she works with. Most importantly, she wants to help our clients achieve their goals.
Whitney graduated Summa Cum Laude from Northern Kentucky University in 2010, with a Bachelor of Science in Accounting.
Whitney is a member of the American Institute of Certified Public Accountants (AICPA), Kentucky Society of Certified Public Accountants (KYCPA) and Ohio Society of Certified Public Accountants (OSCPA). She is on the UC Real Estate Roundtable and was a Junior Achievement Guns & Grapes Committee Member in 2016, 2017 and 2018.